Bip Wealth, LLC Purchases and Sells in Q1 2025

Bip Wealth, LLC

$1.53 Trillion
Q1 2025

Top Buys

Incresed Positions

117 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TFLO	243K + 15.47%	$50.48 - $50.68 $12.3M - $12.3M	1.81M $91.9B
SPYG	74.5K + 172.64%	$80.05 - $92.39 $5.97M - $6.89M	118K $9.46B
VUG	13.6K + 116.36%	$369.1 - $427.61 $5.01M - $5.81M	25.2K $9.36B
EFA	2.42K + 0.37%	$74.85 - $84.89 $181K - $205K	652K $53.2B
VEU	26.7K + 4.36%	$56.51 - $62.98 $1.51M - $1.68M	638K $38.7B
USFR	70.1K + 1.23%	$50.29 - $50.5 $3.53M - $3.54M	5.77M $290B

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HIGHLANDS REIT INC	755K New	N/A	755K $14.6B
JAZZ	4.28K New	$120.07 - $144.17 $514K - $617K	4.28K $532M
BNDX	7.11K New	$48.33 - $49.5 $343K - $352K	7.11K $347M
CB	1.12K New	$257.71 - $301.99 $289K - $339K	1.12K $339M
ISHARES BITCOIN ETF	7.15K New	N/A	7.15K $335M
DFAE	11.6K New	$24.64 - $26.86 $285K - $311K	11.6K $300M

Top Sells

Reduced Positions

103 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYV	-45.9K - 8.04%	$49.78 - $53.19 $2.28M - $2.44M	525K $26.8B
AAPL	-1.33K - 2.14%	$209.68 - $247.1 $278K - $328K	60.6K $13.5B
DGS	-36.1K - 13.63%	$47.4 - $50.24 $1.71M - $1.81M	228K $11B
EWX	-9.36K - 7.89%	$55.48 - $59.47 $519K - $557K	109K $6.19B
IVV	-509 - 3.59%	$554.06 - $615.85 $282K - $313K	13.7K $7.68B
MSFT	-4 - 0.03%	$375.39 - $447.2 $1.5K - $1.79K	14K $5.26B

Activity Summary All Purchases 136 New Holdings 19 Increased Positions 117 All Sells 103 Reductions 103 Sold out 0 Calls 0 Puts 0

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